Civic Intelligence

The Virginia and Paul Patti Foundat

990PF • Fiscal year 2022 • EIN 22-3338521

Jan 01, 2022 to Dec 31, 2022 • Filed on May 17, 2023

Organization Profile
38 Cider Mill CourtMontvale, NJ 07645

(201) 573-3237

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.00x

Higher debt load relative to assets than 62% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

70th percentile

0.01x

Higher debt load relative to revenue than 70% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

76th percentile

26%

Higher net margin than 76% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

53rd percentile

0.7%

Faster asset growth than 53% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

13th percentile

-51%

Faster revenue growth than 13% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Up

$425,640

Up $2,840 (+0.7%) from 2021

Net Assets

Up

$425,497

Up $2,697 (+0.6%) from 2021

Liabilities

Up

$143

Up $143 from 2021

Revenue And Expenses
Liabilities / Revenue70th percentileNet Margin76th percentile

Revenue

Down

$10,407

Down $11,037 (-51%) from 2021

Expenses

Down

$7,710

Down $19,095 (-71%) from 2021

Net Income

Up

$2,697

Up $8,058 (+150%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

$1.0M$500K$0Assets 2010: $888,413Liabilities 2010: $0Net Assets 2010: $888,4132010Assets 2011: $778,362Liabilities 2011: $0Net Assets 2011: $778,3622011Assets 2012: $676,996Liabilities 2012: $0Net Assets 2012: $676,9962012Assets 2013: $588,055Liabilities 2013: $0Net Assets 2013: $588,0552013Assets 2014: $531,204Liabilities 2014: $0Net Assets 2014: $531,2042014Assets 2015: $479,214Liabilities 2015: $0Net Assets 2015: $479,2142015Assets 2016: $443,270Liabilities 2016: $0Net Assets 2016: $443,2702016Assets 2017: $431,785Liabilities 2017: $0Net Assets 2017: $431,7852017Assets 2018: $427,430Liabilities 2018: $0Net Assets 2018: $427,4302018Assets 2019: $420,340Liabilities 2019: $0Net Assets 2019: $420,3402019Assets 2020: $428,161Liabilities 2020: $0Net Assets 2020: $428,1612020Assets 2021: $422,800Liabilities 2021: $0Net Assets 2021: $422,8002021Assets 2022: $425,640Liabilities 2022: $143Net Assets 2022: $425,4972022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2022

Assets$425,640
Liabilities$143
Net Assets$425,497
Open 2022 Filing

Operations Trend

Revenue Growth13th percentile

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

$500K$0-$500KExpenses 2010: $79,3802010Expenses 2011: $140,1682011Expenses 2012: $124,9942012Revenue 2013: $23,717Expenses 2013: $112,658Net Income 2013: -$88,9412013Revenue 2014: $64,162Expenses 2014: $121,013Net Income 2014: -$56,8512014Revenue 2015: $11,784Expenses 2015: $63,774Net Income 2015: -$51,9902015Revenue 2016: $10,702Expenses 2016: $46,646Net Income 2016: -$35,9442016Revenue 2017: $8,757Expenses 2017: $20,242Net Income 2017: -$11,4852017Revenue 2018: $16,290Expenses 2018: $20,645Net Income 2018: -$4,3552018Revenue 2019: $8,390Expenses 2019: $15,480Net Income 2019: -$7,0902019Revenue 2020: $14,118Expenses 2020: $6,297Net Income 2020: $7,8212020Revenue 2021: $21,444Expenses 2021: $26,805Net Income 2021: -$5,3612021Revenue 2022: $10,407Expenses 2022: $7,710Net Income 2022: $2,6972022Revenue 2023: $61,455Expenses 2023: $486,952Net Income 2023: -$425,4972023

Highlighted filing

2022

Revenue$10,407
Expenses$7,710
Net Income$2,697
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 17, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LISA PLEVYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Virginia and Paul Patti Foundat
EIN
22-3338521
Phone
2015733237
Address
38 CIDER MILL COURT, MONTVALE, NJ 07645

Signing Officer

Name
Lisa Plevy
Title
Trustee
Phone
2015733237
Signed
2023-05-17
Discuss with paid preparer
Yes

Preparer

Firm
Graceffo Hough & Weintraub Llp
Address
55 HARRISTOWN ROAD SUITE 306, GLEN ROCK, NJ 07452-0403
Preparer
Raymond R Hough CPA
Phone
2016896000
Raw XML Appendix347 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/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0LISA PLEVY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MONTVALE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NJ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd007645
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt00
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/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0LISA PLEVY
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt038 CIDER MILL COURT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MONTVALE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NJ
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd007645
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NJ
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum02015733237
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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/DistributableAsAdjustedAmt022810
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt01019
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01019
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt01019
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01019
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt021791
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0KEITH PATTI
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0PO BOX 561
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0ZANESVILLE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0OH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd043702
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt05500
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt01722
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt1150
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT MANAGEMENT EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01722
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01722
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1150
TaxesSchedule/TaxesDetail/Amt0195
TaxesSchedule/TaxesDetail/Amt1143
TaxesSchedule/TaxesDetail/CategoryTxt0MISC. TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1CORPORATE TAXES
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA PLEVY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02015733237
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE VIRGINIA AND PAUL PATTI FOUNDAT
ReturnHeader/Filer/BusinessNameControlTxt0VIRG
ReturnHeader/Filer/EIN0223338521
ReturnHeader/Filer/PhoneNum02015733237
ReturnHeader/Filer/USAddress/AddressLine1Txt038 CIDER MILL COURT
ReturnHeader/Filer/USAddress/CityNm0MONTVALE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd007645
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0222486394
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GRACEFFO HOUGH & WEINTRAUB LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt055 HARRISTOWN ROAD SUITE 306
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GLEN ROCK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0074520403
ReturnHeader/PreparerPersonGrp/PhoneNum02016896000
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RAYMOND R HOUGH CPA
ReturnHeader/ReturnTs02023-09-18T16:26:55-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0VIRGINIA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PATTI
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$425,640
Liabilities
$143
Net assets
$425,497
Revenue
$10,407
Expenses
$7,710
Net income
$2,697
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.61$4.87$4.25
2022Detailed filing. Detailed filing data is available for this year.$4.26$0.00$4.25$0.10$0.08$0.03
2021Detailed filing. Detailed filing data is available for this year.$4.23$0.00$4.23$0.21$0.27$0.05
2020Detailed filing. Detailed filing data is available for this year.$4.28$0.00$4.28$0.14$0.06$0.08
2019Detailed filing. Detailed filing data is available for this year.$4.20$0.00$4.20$0.08$0.15$0.07
2018Detailed filing. Detailed filing data is available for this year.$4.27$0.00$4.27$0.16$0.21$0.04
2017Detailed filing. Detailed filing data is available for this year.$4.32$0.00$4.32$0.09$0.20$0.11
2016Detailed filing. Detailed filing data is available for this year.$4.43$0.00$4.43$0.11$0.47$0.36
2015Detailed filing. Detailed filing data is available for this year.$4.79$0.00$4.79$0.12$0.64$0.52
2014Detailed filing. Detailed filing data is available for this year.$5.31$0.00$5.31$0.64$1.21$0.57
2013Detailed filing. Detailed filing data is available for this year.$5.88$0.00$5.88$0.24$1.13$0.89
2012Detailed filing. Detailed filing data is available for this year.$6.77$0.00$6.77$1.25
2011Detailed filing. Detailed filing data is available for this year.$7.78$0.00$7.78$1.40
2010Detailed filing. Detailed filing data is available for this year.$8.88$0.00$8.88$0.79