Civic Intelligence

Betty Jo Moffitt Patterson Charitable Foundation Utau07011997

990PF • Fiscal year 2012 • EIN 30-0530801

Jan 01, 2012 to Dec 31, 2012 • Filed on May 06, 2013

6153 Spinnaker Loop32159-5923
Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2012 filings • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

81st percentile

$14,142

Higher top officer pay than 81% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Source year 2012

Asset Growth

42nd percentile

-0.8%

Faster asset growth than 42% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$1,889,554

Down $15,023 (-0.8%) from 2011

Net Assets

Up

$1,889,554

Up $355,359 (+23%) from 2011

Liabilities

Down

$0

Down $370,382 (-100%) from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$128,115

Up $1,537 (+1.2%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,903,418Liabilities 2010: $0Net Assets 2010: $1,903,4182010Assets 2011: $1,904,577Liabilities 2011: $370,382Net Assets 2011: $1,534,1952011Assets 2012: $1,889,554Liabilities 2012: $0Net Assets 2012: $1,889,5542012Assets 2013: $1,928,884Liabilities 2013: $0Net Assets 2013: $1,928,8842013Assets 2014: $1,902,916Liabilities 2014: $0Net Assets 2014: $1,902,9162014Assets 2015: $1,841,229Liabilities 2015: $0Net Assets 2015: $1,841,2292015Assets 2017: $1,627,054Liabilities 2017: $0Net Assets 2017: $1,627,0542017Assets 2018: $1,581,629Liabilities 2018: $0Net Assets 2018: $1,581,6292018Assets 2019: $1,481,283Liabilities 2019: $0Net Assets 2019: $1,481,2832019Assets 2020: $1,593,540Liabilities 2020: $0Net Assets 2020: $1,593,5402020Assets 2021: $1,543,998Liabilities 2021: $0Net Assets 2021: $1,543,9982021Assets 2022: $1,503,860Liabilities 2022: $0Net Assets 2022: $1,503,8602022Assets 2023: $1,415,568Liabilities 2023: $0Net Assets 2023: $1,415,5682023Assets 2024: $1,291,586Liabilities 2024: $0Net Assets 2024: $1,291,5862024

Highlighted filing

2012

Assets$1,889,554
Liabilities$0
Net Assets$1,889,554

Operations Trend

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

$200K$100K$0-$100K-$200KExpenses 2010: $124,5842010Expenses 2011: $126,5782011Expenses 2012: $128,1152012Revenue 2013: $37,755Expenses 2013: $125,158Net Income 2013: -$87,4032013Revenue 2014: $36,890Expenses 2014: $131,418Net Income 2014: -$94,5282014Revenue 2015: $32,585Expenses 2015: $136,769Net Income 2015: -$104,1842015Revenue 2017: $33,411Expenses 2017: $150,826Net Income 2017: -$117,4152017Revenue 2018: $45,059Expenses 2018: $151,752Net Income 2018: -$106,6932018Revenue 2019: $44,532Expenses 2019: $150,094Net Income 2019: -$105,5622019Revenue 2020: $41,231Expenses 2020: $151,253Net Income 2020: -$110,0222020Revenue 2021: $43,990Expenses 2021: $143,406Net Income 2021: -$99,4162021Revenue 2022: $116,034Expenses 2022: $154,983Net Income 2022: -$38,9492022Revenue 2023: $84,288Expenses 2023: $172,580Net Income 2023: -$88,2922023Revenue 2024: $55,160Expenses 2024: $178,698Net Income 2024: -$123,5382024

Highlighted filing

2012

Revenue-
Expenses$128,115
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 6, 2013
Return Version
2012v2.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHARLES V AUSTINCo-Trustee-$14,142-$14,142
DAVID S ROMANIKCo-Trustee-$14,142-$14,142
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantHALLANDALE BEACH-AVENTURA ROTARY FOUNDATION INCScholarshipsPUBLIC170(B)(1)(A)(VAVENTURA, FL, US$46,500
Paid GrantHALLANDALE COMMUNITY COUNCIL SCHOLARSHIP FUND INCScholarshipsPublic501(c)(3)HALLANDALE, FL, US$46,500
Filing and Contact Details

Filer

EIN
30-0530801
Raw XML AppendixShowing 400 of 503 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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AccountingFeesSchedule/AccountingFees/Category0Fred Freifeld, P.A. Accounting and tax preparation services
AllOthProgRltdInvestmentsSch/AllOthProgRltdInvestments/Description0None
GeneralExplanationAttachment/GeneralExplanation/Explanation0THE FLORIDA ATTORNEY GENERAL DOES NOT REQUIRE REPORTED WHEN PUBLIC FUNDS ARE NOT SOLICITED, NOR ACCEPTED.
GeneralExplanationAttachment/GeneralExplanation/Identifier0Form 990-PF, Part VII-A, Question 8b
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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond225 Prudential Financial Inc 5.75%
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond325 Merrill Lynch Capital Trust I 6.45%
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock22000 Bank of America
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock31000 Berkshire Hathaway Cl B
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4500 Cliffs Natural Resources
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5500 ConocoPhillips
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6500 Deere & Co
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7500 Du Pont Ei De Menours & Co
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock191300 Norfolk Southern
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0Please see the attached
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1Please see the attached
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2Capital gain distributions
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0CHARLES V AUSTIN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1DAVID S ROMANIK
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0Co-Trustee
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1Co-Trustee
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine106153 SPINNAKER LOOP
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11PO BOX 650
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0LADY LAKE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1OXFORD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0FL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1FL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode032159
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode134484
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/PrivateOperatingFoundations/DateOfRuling02009-07-09
IRS990PF/PrivateOperatingFoundations/GrossInvestmentIncome/Total00
IRS990PF/PrivateOperatingFoundations/LargestSupportFromEO/Total00
IRS990PF/PrivateOperatingFoundations/LessorAdjNetIncmMinInvstReturn/CurrentYear038778
IRS990PF/PrivateOperatingFoundations/LessorAdjNetIncmMinInvstReturn/Total0254702
IRS990PF/PrivateOperatingFoundations/LessorAdjNetIncmMinInvstReturn/Year1089430
IRS990PF/PrivateOperatingFoundations/LessorAdjNetIncmMinInvstReturn/Year2056227
IRS990PF/PrivateOperatingFoundations/LessorAdjNetIncmMinInvstReturn/Year3070267
IRS990PF/PrivateOperatingFoundations/Percent85OfLessor/CurrentYear032961
IRS990PF/PrivateOperatingFoundations/Percent85OfLessor/Total0216497
IRS990PF/PrivateOperatingFoundations/Percent85OfLessor/Year1076016
IRS990PF/PrivateOperatingFoundations/Percent85OfLessor/Year2047793
IRS990PF/PrivateOperatingFoundations/Percent85OfLessor/Year3059727
IRS990PF/PrivateOperatingFoundations/PublicSupport/Total00
IRS990PF/PrivateOperatingFoundations/QlfyDistriMadeDirectly/CurrentYear093000
IRS990PF/PrivateOperatingFoundations/QlfyDistriMadeDirectly/Total0372000
IRS990PF/PrivateOperatingFoundations/QlfyDistriMadeDirectly/Year1093000
IRS990PF/PrivateOperatingFoundations/QlfyDistriMadeDirectly/Year2093000
IRS990PF/PrivateOperatingFoundations/QlfyDistriMadeDirectly/Year3093000
IRS990PF/PrivateOperatingFoundations/QualifyingDistributions/CurrentYear093000
IRS990PF/PrivateOperatingFoundations/QualifyingDistributions/Total0372000
IRS990PF/PrivateOperatingFoundations/QualifyingDistributions/Year1093000
IRS990PF/PrivateOperatingFoundations/QualifyingDistributions/Year2093000
IRS990PF/PrivateOperatingFoundations/QualifyingDistributions/Year3093000
IRS990PF/PrivateOperatingFoundations/Section4942j30X
IRS990PF/PrivateOperatingFoundations/TotalAssetsSect4942j3Bi/Total00
IRS990PF/PrivateOperatingFoundations/TotalAssets/Total00
IRS990PF/PrivateOperatingFoundations/TotalSupport/Total00
IRS990PF/PrivateOperatingFoundations/TwoThirdsMinInvstReturn/Total0172884
IRS990PF/PrivateOperatingFoundations/TwoThirdsMinInvstReturn/Year1076016
IRS990PF/PrivateOperatingFoundations/TwoThirdsMinInvstReturn/Year2039162
IRS990PF/PrivateOperatingFoundations/TwoThirdsMinInvstReturn/Year3057706
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct0110003
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets0108933
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.061496
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.051996
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.078503
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.053990
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets01771383
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear101788593
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear201169026
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear301722552
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear401852587
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome01070
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions093000
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1093000
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2091772
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3093000
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.184489
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions093000
IRS990PF/QualifyingDistributions/ExpensesAndContributions093000
IRS990PF/QualifyingDistributions/QualifyingDistributions093000
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0CHARLES V AUSTIN JR
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber03527533865
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine106153 SPINAKER LOOP
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0LADY LAKE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0FL
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode0321595923
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0false
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0true
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SummaryOfDirectCharitableActy/Description10Please see Part XV, line 3. Two beneficiaries served.Contributions to each organization was $46,500, and a totalto both organizations of $93,000. No direct expenses were incurred.
IRS990PF/SummaryOfDirectCharitableActy/Expenses101
IRS990PF/SupplementaryInformation/ContributingManager0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount046500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount146500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0Scholarships
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1Scholarships
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10HALLANDALE BEACH-AVENTURA ROTARY FOUNDATION INC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11HALLANDALE COMMUNITY COUNCIL SCHOLARSHIP FUND INC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC170(B)(1)(A)(V
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1Public501(c)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1018851 NE 29TH AVE STE 706
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11PO BOX 249
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0AVENTURA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1HALLANDALE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0FL

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.06$0.18$0.12
2023Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.08$0.17$0.09
2022Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.12$0.15$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.04$0.14$0.10
2020Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.04$0.15$0.11
2019Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$0.04$0.15$0.11
2018Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.05$0.15$0.11
2017Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.03$0.15$0.12
2015Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.03$0.14$0.10
2014Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.04$0.13$0.09
2013Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.04$0.13$0.09
2012Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$0.13
2011Detailed filing. Detailed filing data is available for this year.$1.90$0.37$1.53$0.13
2010Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.12