Civic Intelligence

Patterson Education Foundation

990EZ • Fiscal year 2023 • EIN 27-2255274

Jan 01, 2023 to Dec 31, 2023 • Filed on Mar 23, 2024

Organization ProfileFriendsofpef.org
PO Box 39Patterson, CA 95363

(209) 996-2079

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

5th percentile

-117%

Higher net margin than 5% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

37th percentile

-6.1%

Faster asset growth than 37% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2023

Revenue Growth

82nd percentile

53%

Faster revenue growth than 82% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$116,209

Down $15,571 (-12%) from 2021

Net Assets

Down

$116,209

Down $15,571 (-12%) from 2021

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin5th percentile

Revenue

Up

$12,216

Up $7,015 (+135%) from 2021

Expenses

Up

$26,462

Up $18,251 (+222%) from 2021

Net Income

Down

-$14,246

Down $11,236 (-373%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

$150K$100K$50K$0Assets 2021: $131,780Net Assets 2021: $131,7802021Assets 2023: $116,209Liabilities 2023: $0Net Assets 2023: $116,2092023Assets 2024: $105,101Liabilities 2024: $0Net Assets 2024: $105,1012024

Highlighted filing

2023

Assets$116,209
Liabilities$0
Net Assets$116,209
Open 2023 Filing

Operations Trend

Revenue Growth82nd percentile

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

$40K$20K$0-$20KRevenue 2021: $5,201Expenses 2021: $8,211Net Income 2021: -$3,0102021Revenue 2023: $12,216Expenses 2023: $26,462Net Income 2023: -$14,2462023Revenue 2024: $3,000Expenses 2024: $14,108Net Income 2024: -$11,1082024

Highlighted filing

2023

Revenue$12,216
Expenses$26,462
Net Income-$14,246
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Mar 23, 2024
Return Version
2023v5.0
Gross Receipts
$12,216
Mission and Program Overview

Mission

To enhance the educational experience for students and teachers

STUDENT GRANTS

Program Services

DescriptionGrantsExpenses
STUDENT GRANTS FOR OUTSTANDING STUDENTS--
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL SANDERSPresident-$0--
SUSAN FRANCOVice President-$0--
CHRISTINA ANDERSSecretary-$0--
NANCY ANDERSTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Patterson Education Foundation
EIN
27-2255274
Address
PO BOX 39, Patterson, CA 95363

Signing Officer

Name
Nancy Anders
Title
Treasurer
Phone
2099962079
Signed
2024-03-23
Discuss with paid preparer
No

Preparer

Firm
Simon and Associates
Address
24 S DEL PUERTO AVE, PATTERSON, CA 95363
Preparer
Marisol Baez
Phone
2098923602
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountBUSINESS REGISTRATION 25DONATIONS TO SCHOOLD 1,000RENT 963EQUIPMENT 285GOLF TOURNAMENT 6,143MINI GRANTS 13,985SUPPLIES 300INSURANCE 1,261STUDENT GRANTS 2,500”

Raw XML Appendix123 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PhoneNum02099962079
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Patterson
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095363
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0130455
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IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-14246
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IRS990EZ/Form990TotalAssetsGrp/BOYAmt0130455
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IRS990EZ/FundraisingGrossIncomeAmt09835
IRS990EZ/GrossReceiptsAmt012216
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
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IRS990EZ/LobbyingActivitiesInd0false
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IRS990EZ/MembershipDuesAmt0296
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0130455
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MICHAEL SANDERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SUSAN FRANCO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CHRISTINA ANDERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3NANCY ANDERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt026462
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0STUDENT GRANTS
IRS990EZ/ProgramServiceRevenueAmt02085
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0STUDENT GRANTS FOR OUTSTANDING STUDENTS
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt09835
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt026462
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt012216
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/CollegeOrganizationInd0X
IRS990ScheduleA/PrivateFoundation170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountBUSINESS REGISTRATION 25DONATIONS TO SCHOOLD 1,000RENT 963EQUIPMENT 285GOLF TOURNAMENT 6,143MINI GRANTS 13,985SUPPLIES 300INSURANCE 1,261STUDENT GRANTS 2,500
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0NANCY ANDERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02099962079
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-03-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PATTERSON EDUCATION FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PATT
ReturnHeader/Filer/EIN0272255274
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 39
ReturnHeader/Filer/USAddress/CityNm0Patterson
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095363
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271142506
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PATTERSON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095363
ReturnHeader/PreparerPersonGrp/PhoneNum02098923602
ReturnHeader/PreparerPersonGrp/PreparationDt02024-03-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARISOL BAEZ
ReturnHeader/ReturnTs02024-03-27T13:28:08-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0NANCY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ANDERS
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$116,209
Liabilities
$0
Net assets
$116,209
Revenue
$12,216
Expenses
$26,462
Net income
-$14,246
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.03$0.14$0.11
2023Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.12$0.26$0.14
2021Detailed filing. Detailed filing data is available for this year.$1.32$1.32$0.05$0.08$0.03