Civic Intelligence

Patten Family Foundation

990PF • Fiscal year 2014 • EIN 36-4422565

Jan 01, 2014 to Dec 31, 2014 • Filed on Mar 06, 2015

Organization Profile
136 Inverway RoadInverness, IL 60067

(239) 939-5303

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.

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

9th percentile

-58%

Higher net margin than 9% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

41st percentile

-1.8%

Faster asset growth than 41% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

4th percentile

-78%

Faster revenue growth than 4% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$243,204

Down $4,333 (-1.8%) from 2013

Net Assets

Down

$243,204

Down $4,333 (-1.8%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin9th percentile

Revenue

Down

$7,443

Down $26,098 (-78%) from 2013

Expenses

Up

$11,776

Up $169 (+1.5%) from 2013

Net Income

Down

-$4,333

Down $26,267 (-120%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$300K$200K$100K$0Assets 2011: $237,217Liabilities 2011: $0Net Assets 2011: $237,2172011Assets 2012: $225,603Liabilities 2012: $0Net Assets 2012: $225,6032012Assets 2013: $247,537Liabilities 2013: $0Net Assets 2013: $247,5372013Assets 2014: $243,204Liabilities 2014: $0Net Assets 2014: $243,2042014Assets 2015: $229,156Liabilities 2015: $0Net Assets 2015: $229,1562015Assets 2016: $214,602Liabilities 2016: $0Net Assets 2016: $214,6022016Assets 2017: $236,584Liabilities 2017: $0Net Assets 2017: $236,5842017Assets 2018: $245,947Liabilities 2018: $0Net Assets 2018: $245,9472018Assets 2019: $245,999Liabilities 2019: $0Net Assets 2019: $245,9992019Assets 2020: $265,446Liabilities 2020: $0Net Assets 2020: $265,4462020Assets 2021: $282,053Liabilities 2021: $0Net Assets 2021: $282,0532021Assets 2022: $282,259Liabilities 2022: $0Net Assets 2022: $282,2592022Assets 2023: $281,993Liabilities 2023: $0Net Assets 2023: $281,9932023Assets 2024: $282,534Liabilities 2024: $0Net Assets 2024: $282,5342024

Highlighted filing

2014

Assets$243,204
Liabilities$0
Net Assets$243,204
Open 2014 Filing

Operations Trend

Revenue Growth4th percentile

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

$60K$40K$20K$0-$20KExpenses 2011: $26,1582011Expenses 2012: $11,6652012Revenue 2013: $33,541Expenses 2013: $11,607Net Income 2013: $21,9342013Revenue 2014: $7,443Expenses 2014: $11,776Net Income 2014: -$4,3332014Revenue 2015: $2,112Expenses 2015: $16,160Net Income 2015: -$14,0482015Revenue 2016: $4,641Expenses 2016: $19,195Net Income 2016: -$14,5542016Revenue 2017: $38,422Expenses 2017: $16,440Net Income 2017: $21,9822017Revenue 2018: $24,075Expenses 2018: $14,712Net Income 2018: $9,3632018Revenue 2019: $12,392Expenses 2019: $12,340Net Income 2019: $522019Revenue 2020: $46,249Expenses 2020: $26,802Net Income 2020: $19,4472020Revenue 2021: $31,038Expenses 2021: $14,431Net Income 2021: $16,6072021Revenue 2022: $15,858Expenses 2022: $15,652Net Income 2022: $2062022Revenue 2023: $15,859Expenses 2023: $16,125Net Income 2023: -$2662023Revenue 2024: $17,859Expenses 2024: $17,318Net Income 2024: $5412024

Highlighted filing

2014

Revenue$7,443
Expenses$11,776
Net Income-$4,333
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Mar 6, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUSAN PATTENPresident-$0--
SARAH CUTHBERTSONSecretary-$0--
AMANDA PATTEN-JOHNSONTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Patten Family Foundation
EIN
36-4422565
Phone
2399395303
Address
136 INVERWAY ROAD, INVERNESS, IL 60067

Signing Officer

Name
Susan Patten
Title
President
Phone
2399395303
Signed
2015-03-06
Discuss with paid preparer
Yes

Preparer

Firm
Schuman Simon & Grodecki Ltd
Address
626 W JACKSON BOULEVARD SUITE 550, CHICAGO, IL 60661-5615
Preparer
Harvey a Redfern
Phone
3126484844
Raw XML Appendix332 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/USAddress/AddressLine1Txt216311 FOREST OAKS DRIVE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1ART IN EDUCATION PROGRAM
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4PUBLIC CHARITY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1CHICAGO SHAKESPEARE THEATRE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2CHICAGO SYMPHONY ORCHESTRA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3WFMT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4YMCA SOUTHCOAST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0140 COMMONWEALTH AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1800 E GRAND AVE NAVY PIER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2220 S MICHIGAN AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt35400 N ST LOUIS AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt418 SOUTH WATER ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CHESTNUT HILL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CHICAGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2CHICAGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3CHICAGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4NEW BEDFORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002467
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd160611
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd260604
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd360625
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd402740
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt011006
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt011006
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt012731
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt01725
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt013375
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt01725
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt011650
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt011650
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt011006
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt011650
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt013375
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK SERVICE CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt020
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt020
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/Desc0JACKSON NATIONAL LIFE
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt07438
TaxesSchedule/TaxesDetail/Amt025
TaxesSchedule/TaxesDetail/CategoryTxt0FRANCHISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt025
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN PATTEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02399395303
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-03-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PATTEN FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PATT
ReturnHeader/Filer/EIN0364422565
ReturnHeader/Filer/PhoneNum02399395303
ReturnHeader/Filer/USAddress/AddressLine1Txt0136 INVERWAY ROAD
ReturnHeader/Filer/USAddress/CityNm0INVERNESS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060067
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0363458380
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SCHUMAN SIMON & GRODECKI LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0626 W JACKSON BOULEVARD SUITE 550
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHICAGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0606615615
ReturnHeader/PreparerPersonGrp/PhoneNum03126484844
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HARVEY A REDFERN
ReturnHeader/ReturnTs02015-03-20T11:58:27-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$243,204
Liabilities
$0
Net assets
$243,204
Revenue
$7,443
Expenses
$11,776
Net income
-$4,333
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.83$0.00$2.83$0.18$0.17$0.01
2023Detailed filing. Detailed filing data is available for this year.$2.82$0.00$2.82$0.16$0.16$0.00
2022Detailed filing. Detailed filing data is available for this year.$2.82$0.00$2.82$0.16$0.16$0.00
2021Detailed filing. Detailed filing data is available for this year.$2.82$0.00$2.82$0.31$0.14$0.17
2020Detailed filing. Detailed filing data is available for this year.$2.65$0.00$2.65$0.46$0.27$0.19
2019Detailed filing. Detailed filing data is available for this year.$2.46$0.00$2.46$0.12$0.12$0.00
2018Detailed filing. Detailed filing data is available for this year.$2.46$0.00$2.46$0.24$0.15$0.09
2017Detailed filing. Detailed filing data is available for this year.$2.37$0.00$2.37$0.38$0.16$0.22
2016Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$0.05$0.19$0.15
2015Detailed filing. Detailed filing data is available for this year.$2.29$0.00$2.29$0.02$0.16$0.14
2014Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$0.07$0.12$0.04
2013Detailed filing. Detailed filing data is available for this year.$2.48$0.00$2.48$0.34$0.12$0.22
2012Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$0.12
2011Detailed filing. Detailed filing data is available for this year.$2.37$0.00$2.37$0.26