Civic Intelligence

Jane Patterson Endowment Fund

990PF • Fiscal year 2020 • EIN 22-6720021

Jan 01, 2020 to Dec 31, 2020 • Filed on Jun 24, 2021

213 Fairhill RoadHatfield, PA 19440

(215) 703-9978

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

8th percentile

-151%

Higher net margin than 8% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

30th percentile

-7.2%

Faster asset growth than 30% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

Score unavailable

No value available

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

Annualized from 2019 to 2020

Assets

Down

$111,645

Down $8,634 (-7.2%) from 2019

Net Assets

Down

$111,645

Down $8,634 (-7.2%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Up

$3,087

Up $3,220 (+2421%) from 2019

Expenses

Down

$7,750

Down $780 (-9.1%) from 2019

Net Income

Up

-$4,663

Up $4,000 (+46%) from 2019

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $255,354Liabilities 2011: $02011Assets 2012: $230,703Liabilities 2012: $02012Assets 2013: $195,836Liabilities 2013: $0Net Assets 2013: $195,8362013Assets 2014: $165,134Liabilities 2014: $0Net Assets 2014: $165,1342014Assets 2015: $147,642Liabilities 2015: $0Net Assets 2015: $147,6422015Assets 2016: $152,599Liabilities 2016: $0Net Assets 2016: $152,5992016Assets 2017: $159,641Liabilities 2017: $0Net Assets 2017: $159,7292017Assets 2018: $122,718Liabilities 2018: $0Net Assets 2018: $122,7182018Assets 2019: $120,279Liabilities 2019: $0Net Assets 2019: $120,2792019Assets 2020: $111,645Liabilities 2020: $0Net Assets 2020: $111,6452020Assets 2021: $113,922Liabilities 2021: $0Net Assets 2021: $113,9222021Assets 2022: $100,387Liabilities 2022: $0Net Assets 2022: $100,3872022Assets 2023: $99,306Liabilities 2023: $0Net Assets 2023: $99,3062023Assets 2024: $96,392Liabilities 2024: $0Net Assets 2024: $96,3922024

Highlighted filing

2020

Assets$111,645
Liabilities$0
Net Assets$111,645

Operations Trend

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

$100K$50K$0-$50K-$100KRevenue 2011: $10,094Expenses 2011: $15,603Net Income 2011: -$5,5092011Revenue 2012: $60,174Expenses 2012: $16,552Net Income 2012: $43,6222012Revenue 2013: -$10,154Expenses 2013: $21,739Net Income 2013: -$31,8932013Revenue 2014: $2,107Expenses 2014: $12,528Net Income 2014: -$10,4212014Revenue 2015: $1,712Expenses 2015: $9,110Net Income 2015: -$7,3982015Revenue 2016: $5,368Expenses 2016: $7,375Net Income 2016: -$2,0072016Revenue 2017: -$78,677Expenses 2017: $8,690Net Income 2017: -$87,3672017Revenue 2018: $1,127Expenses 2018: $9,094Net Income 2018: -$7,9672018Revenue 2019: -$133Expenses 2019: $8,530Net Income 2019: -$8,6632019Revenue 2020: $3,087Expenses 2020: $7,750Net Income 2020: -$4,6632020Revenue 2021: -$34Expenses 2021: $6,250Net Income 2021: -$6,2842021Revenue 2022: -$11,273Expenses 2022: $7,536Net Income 2022: -$18,8092022Revenue 2023: $303Expenses 2023: $5,833Net Income 2023: -$5,5302023Revenue 2024: -$3,862Expenses 2024: $6,010Net Income 2024: -$9,8722024

Highlighted filing

2020

Revenue$3,087
Expenses$7,750
Net Income-$4,663
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jun 24, 2021
Return Version
2020v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mr Donald C Patterson IIITrustee-$0--
Filing and Contact Details

Filer

Filer Name
Jane Patterson Endowment Fund
EIN
22-6720021
Phone
2157039978
Address
213 Fairhill Road, Hatfield, PA 19440

Signing Officer

Name
Mr Donald C Patterson III
Title
Trustee
Signed
2021-06-24
Discuss with paid preparer
Yes

Preparer

Firm
Noke and Heard LLP
Address
469 Morris Avenue, Summit, NJ 07901
Preparer
Daniel P Dougherty
Phone
9082774145
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm11Save the Children
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm12Miscular Dystrophy Assn
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm13Share Food Program Inc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt8None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt9None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt10None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt11None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt12None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt13None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0290 Broad St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt142 Norwood Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO Box 64371
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO Box 3010
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4PO Box 414905
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt53401c Center Blvd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6409 Riverside Dr
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7100 E Church Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8PO Box 567
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt9PO Box 764
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt10146 Peekskill Hollow Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11501 Kings Highway East Suite 400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12161 N Clark Suite 3550
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt132901 W Hunting Park Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Summit
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Summit
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Souderton
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Norristown
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Boston
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Philadelphia
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Clayton
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7Telford
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8Alexandria Bay
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9Norristown
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10Putnam Valley
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm11Faifield
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm12Chicago
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm13Philadelphia
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd10NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd11CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd12IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd13PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd007901
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd107902
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd218964
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd319404
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd402241
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd519104
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd613624
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd718969
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd813607
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd919404
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1010579
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1106825
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1260601
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1319129
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt07000
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/AppliedToCurrentYearAmt05497
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt05497
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0494
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0757
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0950
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0950
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02754
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01503
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0494
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0757
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt07000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01503
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt03704
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02201
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt011
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Federal excise tax
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt02157
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Mr Donald C Patterson III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-06-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Jane Patterson Endowment Fund
ReturnHeader/Filer/BusinessNameControlTxt0JANE
ReturnHeader/Filer/EIN0226720021
ReturnHeader/Filer/PhoneNum02157039978
ReturnHeader/Filer/USAddress/AddressLine1Txt0213 Fairhill Road
ReturnHeader/Filer/USAddress/CityNm0Hatfield
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019440
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0221536289
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Noke and Heard LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0469 Morris Avenue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Summit
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd007901
ReturnHeader/PreparerPersonGrp/PhoneNum09082774145
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIEL P DOUGHERTY
ReturnHeader/ReturnTs02021-06-24T12:17:50-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Mr Donald C Patterso
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0III
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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.$0.96$0.00$0.96$0.04$0.06$0.10
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.99$0.00$0.99$0.00$0.06$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.11$0.08$0.19
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.14$0.00$1.14$0.00$0.06$0.06
2020Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.03$0.08$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.20$0.00$1.20$0.00$0.09$0.09
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.23$0.00$1.23$0.01$0.09$0.08
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.60$0.00$1.60$0.79$0.09$0.87
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.53$0.00$1.53$0.05$0.07$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$0.02$0.09$0.07
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.65$0.00$1.65$0.02$0.13$0.10
2013Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$0.10$0.22$0.32
2012Summary only. Only limited summary data is available for this year.$2.31$0.00$0.60$0.17$0.44
2011Summary only. Only limited summary data is available for this year.$2.55$0.00$0.10$0.16$0.06