Civic Intelligence

The Maxine E Patman Charitable Trust

990PF • Fiscal year 2019 • EIN 31-1578453

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 12, 2020

Organization Profile

Refreshing map…

240 Bernard DriveKing of Prussia, PA 19406

(610) 265-6958

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Net Margin

1st percentile

-938%

Higher net margin than 1% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Asset Growth

13th percentile

-11%

Faster asset growth than 13% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

58th percentile

6.8%

Faster revenue growth than 58% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets38th percentile

Assets

Down

$552,925

Down $66,217 (-11%) from 2018

Net Assets

Down

$552,925

Down $66,217 (-11%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin1st percentile

Revenue

Up

$6,582

Up $419 (+6.8%) from 2018

Expenses

Up

$68,321

Up $46,479 (+213%) from 2018

Net Income

Down

-$61,739

Down $46,060 (-294%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth13th percentile

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

$800K$600K$400K$200K$0Assets 2014: $570,684Liabilities 2014: $0Net Assets 2014: $570,6842014Assets 2015: $640,865Liabilities 2015: $0Net Assets 2015: $640,8652015Assets 2016: $566,844Liabilities 2016: $0Net Assets 2016: $566,8442016Assets 2017: $581,211Liabilities 2017: $0Net Assets 2017: $581,2112017Assets 2018: $619,142Liabilities 2018: $0Net Assets 2018: $619,1422018Assets 2019: $552,925Liabilities 2019: $0Net Assets 2019: $552,9252019Assets 2020: $565,687Liabilities 2020: $0Net Assets 2020: $565,6872020Assets 2022: $544,482Liabilities 2022: $0Net Assets 2022: $544,4822022Assets 2024: $447,352Liabilities 2024: $0Net Assets 2024: $447,3522024

Highlighted filing

2019

Assets$552,925
Liabilities$0
Net Assets$552,925
Open 2019 Filing

Operations Trend

Revenue Growth58th percentile

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

$100K$50K$0-$50K-$100KRevenue 2014: $17,882Expenses 2014: $20,031Net Income 2014: -$2,1492014Revenue 2015: $33,906Expenses 2015: $27,880Net Income 2015: $6,0262015Revenue 2016: $17,017Expenses 2016: $39,047Net Income 2016: -$22,0302016Revenue 2017: $4,320Expenses 2017: $33,485Net Income 2017: -$29,1652017Revenue 2018: $6,163Expenses 2018: $21,842Net Income 2018: -$15,6792018Revenue 2019: $6,582Expenses 2019: $68,321Net Income 2019: -$61,7392019Revenue 2020: $12,866Expenses 2020: $104Net Income 2020: $12,7622020Revenue 2022: $13,640Expenses 2022: $35,325Net Income 2022: -$21,6852022Revenue 2024: $3,120Expenses 2024: $98,548Net Income 2024: -$95,4282024

Highlighted filing

2019

Revenue$6,582
Expenses$68,321
Net Income-$61,739
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 12, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Wayne HardeeTrustee-$0--
Wilhelmina HardeeTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Patman Charitable Trust
EIN
31-1578453
Phone
6102656958
Address
240 Bernard Drive, King of Prussia, PA 19406

Signing Officer

Name
Wayne Hardee
Title
Trustee
Phone
6102656958
Signed
2020-11-12
Discuss with paid preparer
Yes

Preparer

Firm
H & T Tax Services Inc
Address
453 Ashton Drive, King of Prussia, PA 19406
Preparer
Anthony Wadyko
Phone
4845502796
Raw XML Appendix344 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/OfficerDirTrstKeyEmplGrp/PersonNm0Wayne Hardee
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum06102656958
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
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IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0Written form detailing research program proposed and estimates of time,
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Wilhelmina Hardee
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum06102656958
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0240 Bernard Drive
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0King of Prussia
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd019406
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NO
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NO
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt065478
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Education Program
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Curtis Inst of Music
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0Paid
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0726 Locust St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Phila
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd019103
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0None
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt065478
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/AppliedToCurrentYearAmt028797
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt028978
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt028797
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt07703
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt07703
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt065478
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt07703
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt07703
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt028978
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt02147
LandEtcSchedule2/LandEtcGrp/BookValueAmt00
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0Computer
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt02147
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0246635
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Insurance policy
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0260666
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0260666
OtherDecreasesSchedule/OtherDecreasesDetail/Amt04478
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Capital Loss From Sale of Mutual Fund
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt09
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Penalty
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt09
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt09
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0Advance from Director
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc1Other
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt01159
TaxesSchedule/TaxesDetail/Amt01159
TaxesSchedule/TaxesDetail/CategoryTxt0Federal Taxes
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01159
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Wayne Hardee
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06102656958
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Patman Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt0PATM
ReturnHeader/Filer/EIN0311578453
ReturnHeader/Filer/PhoneNum06102656958
ReturnHeader/Filer/USAddress/AddressLine1Txt0240 Bernard Drive
ReturnHeader/Filer/USAddress/CityNm0King of Prussia
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019406
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0B1F6BB7E206C8E529644D3E47DB39F0C84A2CF8A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0B1F6BB7E206C8E529644D3E47DB39F0C84A2CF8A
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0100.14.88.2
ReturnHeader/FilingSecurityInformation/IPDt02020-11-16
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm017:37:34
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0H & T Tax Services Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0453 Ashton Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0King of Prussia
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019406
ReturnHeader/PreparerPersonGrp/PhoneNum04845502796
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Anthony Wadyko
ReturnHeader/ReturnTs02020-11-16T17:37:40-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$552,925
Liabilities
$0
Net assets
$552,925
Revenue
$6,582
Expenses
$68,321
Net income
-$61,739
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.47$0.00$4.47$0.03$0.99$0.95
2022Detailed filing. Detailed filing data is available for this year.$5.44$0.00$5.44$0.14$0.35$0.22
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.66$0.00$5.66$0.13$0.00$0.13
2019Detailed filing. Detailed filing data is available for this year.$5.53$0.00$5.53$0.07$0.68$0.62
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.19$0.00$6.19$0.06$0.22$0.16
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.81$0.00$5.81$0.04$0.33$0.29
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.67$0.00$5.67$0.17$0.39$0.22
2015Detailed filing. Detailed filing data is available for this year.$6.41$0.00$6.41$0.34$0.28$0.06
2014Detailed filing. Detailed filing data is available for this year.$5.71$0.00$5.71$0.18$0.20$0.02