Civic Intelligence

Jane Patterson Endowment Fund

990PF • Fiscal year 2021 • EIN 22-6720021

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 08, 2022

Organization Profile
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.

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2021

Net Margin

100th percentile

18482%

Higher net margin than 100% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

47th percentile

2.0%

Faster asset growth than 47% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

Score unavailable

No value available

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

Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$113,922

Up $2,277 (+2.0%) from 2020

Net Assets

Up

$113,922

Up $2,277 (+2.0%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$34

Down $3,121 (-101%) from 2020

Expenses

Down

$6,250

Down $1,500 (-19%) from 2020

Net Income

Down

-$6,284

Down $1,621 (-35%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

2021

Assets$113,922
Liabilities$0
Net Assets$113,922
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2021

Revenue-$34
Expenses$6,250
Net Income-$6,284
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 8, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mr Donald C Patterson IIITrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-UnrestrictedPCSummit, NJ, US$2,000
Paid Grant-UnrestrictedPCGreencastle, PA, US$500
Paid Grant-UnrestrictedPCBeverly Hills, CA, US$500
Paid Grant-UnrestrictedPCAlexandria Bay, NY, US$400
Paid Grant-UnrestrictedPCSchwensville, PA, US$400
Paid Grant-UnrestrictedPCBoston, MA, US$300
Paid Grant-UnrestrictedPCClayton, NY, US$300
Paid Grant-UnrestrictedPCNorristown, PA, US$300
Paid Grant-UnrestrictedPCPhiladelphia, PA, US$300
Paid Grant-UnrestrictedPCSummit, NJ, US$200
Paid Grant-UnrestrictedPCSouderton, PA, US$100
Paid Grant-UnrestrictedPCNorristown, PA, US$100
Paid Grant-UnrestrictedPCTelford, PA, US$100
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
2022-11-08
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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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/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/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/AddressLine1Txt4116 Huntington Ave 3rd FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5PO box 249
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/AddressLine1Txt102901 W Hunting Park Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11269 S Beverly Dr STE 1206
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt121 Skippack Pike
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/CityNm5Greencastle
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/CityNm10Philadelphia
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm11Beverly Hills
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm12Schwensville
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/StateAbbreviationCd10PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd11CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd12PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd007901
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd107902
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd218964
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd319404
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd402116
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd517225
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd613624
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd718969
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd813607
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd919404
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1019129
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1190212
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1219473
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt05500
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/AppliedToCurrentYearAmt05500
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt05860
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0360
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01503
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0494
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0757
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0360
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02394
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01503
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0494
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0397
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt05500
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02394
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02754
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0-1543
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-1545
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/SignatureDt02022-11-08
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/ReturnTs02022-11-08T07:26:29-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Mr Donald C Patterso
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0III
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$113,922
Liabilities
$0
Net assets
$113,922
Revenue
-$34
Expenses
$6,250
Net income
-$6,284
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
2021Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.00$0.06$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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