Civic Intelligence

Patterson Jefferson Pfdn 102-0480800

990PF • Fiscal year 2024 • EIN 31-6044896

Jan 01, 2024 to Dec 31, 2024 • Filed on Mar 23, 2025

Organization Profile
4900 Tiedeman Road Oh-01-49-0381Brooklyn, OH 44144

(937) 285-5350

Siviq Scores

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

Liabilities / Assets

43rd percentile

0.00x

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

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

Liabilities / Revenue

43rd percentile

0.00x

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

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

Net Margin

80th percentile

31%

Higher net margin than 80% of similar nonprofits.

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

Top Officer Pay

66th percentile

$13,335

Higher top officer pay than 66% of similar nonprofits.

Top officer pay equals 11.5% of source-year revenue.

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

Asset Growth

54th percentile

3.9%

Faster asset growth than 54% of similar nonprofits.

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

Revenue Growth

95th percentile

235%

Faster revenue growth than 95% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$948,981

Up $35,768 (+3.9%) from 2023

Net Assets

Up

$948,981

Up $35,768 (+3.9%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue43rd percentileNet Margin80th percentile

Revenue

Up

$115,733

Up $81,217 (+235%) from 2023

Expenses

Down

$79,726

Down $403 (-0.5%) from 2023

Net Income

Up

$36,007

Up $81,620 (+179%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$1.5M$1.0M$500K$0Assets 2019: $1,014,971Liabilities 2019: $0Net Assets 2019: $1,014,9712019Assets 2020: $979,523Liabilities 2020: $0Net Assets 2020: $979,5232020Assets 2021: $1,003,372Liabilities 2021: $0Net Assets 2021: $1,003,3722021Assets 2022: $959,885Liabilities 2022: $0Net Assets 2022: $959,8852022Assets 2023: $913,213Liabilities 2023: $0Net Assets 2023: $913,2132023Assets 2024: $948,981Liabilities 2024: $0Net Assets 2024: $948,9812024

Highlighted filing

2024

Assets$948,981
Liabilities$0
Net Assets$948,981
Open 2024 Filing

Operations Trend

Revenue Growth95th percentile

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

$150K$100K$50K$0-$50KRevenue 2019: $44,613Expenses 2019: $72,795Net Income 2019: -$28,1822019Revenue 2020: $38,852Expenses 2020: $74,257Net Income 2020: -$35,4052020Revenue 2021: $102,689Expenses 2021: $78,113Net Income 2021: $24,5762021Revenue 2022: $46,017Expenses 2022: $88,710Net Income 2022: -$42,6932022Revenue 2023: $34,516Expenses 2023: $80,129Net Income 2023: -$45,6132023Revenue 2024: $115,733Expenses 2024: $79,726Net Income 2024: $36,0072024

Highlighted filing

2024

Revenue$115,733
Expenses$79,726
Net Income$36,007
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 23, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay66th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KEYBANK N ATrustee-$13,335-$13,335
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantPATTERSON MEMORIAL CENTERGENERAL OPERATINGPCDAYTON, OH, US$64,586
Filing and Contact Details

Filer

Filer Name
Patterson Jefferson Pfdn
EIN
31-6044896
Phone
9372855350
Address
4900 TIEDEMAN ROAD OH-01-49-0381, BROOKLYN, OH 44144

Signing Officer

Name
Keybank by Joseph Velkos
Title
Vice President
Phone
9372855350
Signed
2025-03-23
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
4300 E CAMELBACK ROAD STE 475, PHOENIX, AZ 85018
Preparer
Jeffrey E Kuhlin
Phone
4123556000
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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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt706026
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt716018
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7213597
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt738068
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7468866
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7511315
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt763714
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt783275
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7932256
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt805815
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt814689
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8217648
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8427778
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt866115
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8770431
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8814311
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8915114
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt905164
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt911025
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9210522
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd74AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd75AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd76AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd77AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd78AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd79AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd80AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd81AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd82AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd83AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd84AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd85AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd86AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd87AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd88AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd89AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd90AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd91AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd92AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt034817
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt080916
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0115733
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0115733
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt080916
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt03334
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt010001
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt013335
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt064586
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt064586

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Filings

Displayed year

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

Open filing
Assets
$948,981
Liabilities
$0
Net assets
$948,981
Revenue
$115,733
Expenses
$79,726
Net income
$36,007
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.12$0.08$0.04
2023Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.03$0.08$0.05
2022Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.05$0.09$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.10$0.08$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.04$0.07$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.04$0.07$0.03