Civic Intelligence

John L Patten Trust 091261 N009-43620 FBO Evanston Hospital A

990PF • Fiscal year 2017 • EIN 36-6661467

Oct 01, 2016 to Sep 30, 2017 • Filed on Nov 09, 2017

Organization Profile
P O Box 1802Providence, RI 02901-1802

(888) 866-3275

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

2017 filings • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

12th percentile

0.00x

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

2017 filings • $10M-$25M nonprofits • Source year 2017

Net Margin

89th percentile

50%

Higher net margin than 89% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

43rd percentile

2.6%

Faster asset growth than 43% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2014 to 2017

Revenue Growth

82nd percentile

34%

Faster revenue growth than 82% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2014 to 2017

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$15,424,460

Up $1,208,235 (+8.5%) from 2016

Net Assets

Up

$15,424,460

Up $1,208,235 (+8.5%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin89th percentile

Revenue

Up

$2,275,922

Up $926,656 (+69%) from 2016

Expenses

Up

$1,132,658

Up $67,692 (+6.4%) from 2016

Net Income

Up

$1,143,264

Up $858,964 (+302%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$30M$20M$10M$0Assets 2014: $14,298,942Liabilities 2014: $0Net Assets 2014: $14,298,9422014Assets 2015: $13,997,574Liabilities 2015: $0Net Assets 2015: $13,997,5742015Assets 2016: $14,216,225Liabilities 2016: $0Net Assets 2016: $14,216,2252016Assets 2017: $15,424,460Liabilities 2017: $0Net Assets 2017: $15,424,4602017Assets 2020: $18,479,580Liabilities 2020: $0Net Assets 2020: $18,479,5802020Assets 2021: $19,037,341Liabilities 2021: $0Net Assets 2021: $19,037,3412021Assets 2022: $18,898,628Liabilities 2022: $0Net Assets 2022: $18,898,6282022Assets 2023: $18,119,203Liabilities 2023: $0Net Assets 2023: $18,119,2032023Assets 2024: $17,484,462Liabilities 2024: $0Net Assets 2024: $17,484,4622024Assets 2025: $24,160,617Liabilities 2025: $0Net Assets 2025: $24,160,6172025

Highlighted filing

2017

Assets$15,424,460
Liabilities$0
Net Assets$15,424,460
Open 2017 Filing

Operations Trend

Revenue Growth82nd percentile

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

$10M$5.0M$0-$5.0MRevenue 2014: $944,765Expenses 2014: $961,810Net Income 2014: -$17,0452014Revenue 2015: $721,683Expenses 2015: $1,021,790Net Income 2015: -$300,1072015Revenue 2016: $1,349,266Expenses 2016: $1,064,966Net Income 2016: $284,3002016Revenue 2017: $2,275,922Expenses 2017: $1,132,658Net Income 2017: $1,143,2642017Revenue 2020: $936,907Expenses 2020: $1,222,349Net Income 2020: -$285,4422020Revenue 2021: $1,874,224Expenses 2021: $1,321,041Net Income 2021: $553,1832021Revenue 2022: $1,282,294Expenses 2022: $1,414,613Net Income 2022: -$132,3192022Revenue 2023: $702,552Expenses 2023: $1,485,775Net Income 2023: -$783,2232023Revenue 2024: $868,416Expenses 2024: $1,512,045Net Income 2024: -$643,6292024Revenue 2025: $8,261,747Expenses 2025: $1,589,304Net Income 2025: $6,672,4432025

Highlighted filing

2017

Revenue$2,275,922
Expenses$1,132,658
Net Income$1,143,264
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2016 to Sep 30, 2017
Signed
Nov 9, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
BANK OF AMERICA N ATrustee-$89,964-$89,964
Filing and Contact Details

Filer

Filer Name
Patten John L-charitable
EIN
36-6661467
Phone
8888663275
Address
P O BOX 1802, PROVIDENCE, RI 02901-1802

Signing Officer

Name
Bank of America N a
Title
SVP Tax
Phone
8888663275
Signed
2017-11-09
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CompensationExplanation/CompensationExplanationGrp/PersonNm0BANK OF AMERICA N A
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0SEE ATTACHED FOOTNOTE
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35693475105 PNC FINL SVCS GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36902973304 US BANCORP DEL COM N
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47722005667 PIMCO COMMODITY REAL
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6234959J108 FORTIVE CORP COM
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64H1467J104 CHUBB LTD COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6509247X101 BLACKROCK INC CL A
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6802079K305 ALPHABET INC CL A CO
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74244199105 DEERE & CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75369604103 GENERAL ELEC CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76755111507 RAYTHEON CO COM NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7720030N101 COMCAST CORP NEW CL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78855244109 STARBUCKS CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79075887109 BECTON DICKINSON & C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80532457108 LILLY ELI & CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81172967424 CITIGROUP INC NEW CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82617446448 MORGAN STANLEY COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83032654105 ANALOG DEVICES INC C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8414964U108 CAVIUM INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8503875R205 ARBITRAGE FUND CL I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8674925K581 BOSTON PARTNERS LONG
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88353612781 FRANKLIN FTLG RATE D
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01250
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt02218396
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt015
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt030
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IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01132658
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt036501
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0144272
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02008-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12009-04-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22012-01-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32012-05-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42011-04-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52011-04-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62011-04-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72010-07-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82010-07-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92006-04-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102010-12-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112010-12-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122011-05-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132011-05-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142011-04-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152008-04-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162008-04-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172007-11-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182017-03-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192004-03-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202004-03-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212012-01-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222012-01-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232008-12-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242016-04-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252012-04-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262011-05-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272011-05-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282011-05-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292011-04-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302011-08-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312008-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322008-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332009-02-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342006-04-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352009-05-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362003-03-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372003-03-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382003-03-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392010-02-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402002-01-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412002-01-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422016-02-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432011-12-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442001-06-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt452001-04-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt462009-05-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt472009-05-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt482017-02-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt492012-04-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt502011-12-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt512011-08-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt522008-05-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt532008-04-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt542009-05-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt552016-06-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt562016-06-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt572013-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt582016-09-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt592011-08-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt602016-09-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt612016-09-29

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,424,460
Liabilities
$0
Net assets
$15,424,460
Revenue
$2,275,922
Expenses
$1,132,658
Net income
$1,143,264
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$24.2$0.00$24.2$8.26$1.59$6.67
2024Detailed filing. Detailed filing data is available for this year.$17.5$0.00$17.5$0.87$1.51$0.64
2023Detailed filing. Detailed filing data is available for this year.$18.1$0.00$18.1$0.70$1.49$0.78
2022Detailed filing. Detailed filing data is available for this year.$18.9$0.00$18.9$1.28$1.41$0.13
2021Detailed filing. Detailed filing data is available for this year.$19.0$0.00$19.0$1.87$1.32$0.55
2020Detailed filing. Detailed filing data is available for this year.$18.5$0.00$18.5$0.94$1.22$0.29
2017Detailed filing. Detailed filing data is available for this year.$15.4$0.00$15.4$2.28$1.13$1.14
2016Detailed filing. Detailed filing data is available for this year.$14.2$0.00$14.2$1.35$1.06$0.28
2015Detailed filing. Detailed filing data is available for this year.$14.0$0.00$14.0$0.72$1.02$0.30
2014Detailed filing. Detailed filing data is available for this year.$14.3$0.00$14.3$0.94$0.96$0.02