Civic Intelligence

William P and Suzanne W Patterson Family Fdn

EIN 31-1603127 • Cincinnati, OH

Refreshing map…

312 Walnut Street 2300Cincinnati, OH 45202
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

43rd percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Net Margin

7th percentile

-78%

Higher net margin than 7% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

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

$500k-$1M nonprofits • Source year 2024

Asset Growth

35th percentile

-1.9%

Faster asset growth than 35% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

70th percentile

28%

Faster revenue growth than 70% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Down

$940,996

Down $79,847 (-7.8%) from 2021

Liabilities

Flat

$0

Flat from 2021

Net Assets

Down

$940,996

Down $79,847 (-7.8%) from 2021

Operations
Liabilities / Revenue44th percentileNet Margin7th percentile

Revenue

Down

$38,394

Down $213,197 (-85%) from 2021

Expenses

Up

$68,411

Up $21,672 (+46%) from 2021

Net Income

Down

-$30,017

Down $234,869 (-115%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth35th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2015: $727,617Liabilities 2015: $0Net Assets 2015: $727,6172015Assets 2016: $742,749Liabilities 2016: $0Net Assets 2016: $742,7492016Assets 2020: $815,991Liabilities 2020: $0Net Assets 2020: $815,9912020Assets 2021: $1,020,843Liabilities 2021: $0Net Assets 2021: $1,020,8432021Assets 2024: $940,996Liabilities 2024: $0Net Assets 2024: $940,9962024

Highlighted filing

2024

Assets$940,996
Liabilities$0
Net Assets$940,996
Open 2024 Filing

Operations Trend

Revenue Growth70th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2015: $55,466Expenses 2015: $48,226Net Income 2015: $7,2402015Revenue 2016: $53,248Expenses 2016: $38,054Net Income 2016: $15,1942016Revenue 2020: $29,256Expenses 2020: $40,181Net Income 2020: -$10,9252020Revenue 2021: $251,591Expenses 2021: $46,739Net Income 2021: $204,8522021Revenue 2024: $38,394Expenses 2024: $68,411Net Income 2024: -$30,0172024

Highlighted filing

2024

Revenue$38,394
Expenses$68,411
Net Income-$30,017
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$940,996
Liabilities
$0
Net assets
$940,996
Revenue
$38,394
Expenses
$68,411
Net income
-$30,017
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.04$0.07$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.25$0.05$0.20
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.82$0.00$0.82$0.03$0.04$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.74$0.00$0.74$0.05$0.04$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.73$0.00$0.73$0.06$0.05$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 13, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEFFERSON PATTERSONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
William P & Suzanne W Patterson Family
EIN
31-1603127
Phone
5136183070
Address
312 WALNUT STREET 2300, CINCINNATI, OH 45202

Signing Officer

Name
Jefferson Patterson
Title
Trustee
Phone
5136183070
Signed
2025-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Plante & Moran Pllc
Address
537 E PETE ROSE WAY, CINCINNATI, OH 45202
Preparer
Melanie J Prevost CPA
Phone
5135958800
Raw XML AppendixShowing 400 of 635 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt20SPORTSMEN'S ALLIANCE FOUNDATION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt22THE NC LITTLE MEMORIAL HOSPICE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt23THEODORE ROOSEVELT CONSERVATION PARTNERSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt24US SKI & SNOWBOARD TEAM FOUNDATION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt26WISCONSIN PUBLIC RADIO
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