Civic Intelligence

Pat Green Foundation

990 • Fiscal year 2023 • EIN 46-0820367

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 11, 2024

1635 Rogers RoadFort Worth, TX 76107

(940) 781-6197

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

7th percentile

-88%

Higher net margin than 7% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

95th percentile

$67,650

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 52.9% of source-year revenue.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

10th percentile

-51%

Faster asset growth than 10% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

18th percentile

-32%

Faster revenue growth than 18% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$107,094

Down $112,869 (-51%) from 2022

Net Assets

Down

$107,094

Down $112,869 (-51%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Down

$127,906

Down $61,408 (-32%) from 2022

Expenses

Up

$240,775

Up $89,613 (+59%) from 2022

Net Income

Down

-$112,869

Down $151,021 (-396%) from 2022

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2012: $143,247Liabilities 2012: $0Net Assets 2012: $143,2472012Assets 2013: $145,210Liabilities 2013: $0Net Assets 2013: $145,2102013Assets 2014: $24,580Liabilities 2014: $444Net Assets 2014: $24,1362014Assets 2015: $91,109Liabilities 2015: $359Net Assets 2015: $90,7502015Assets 2016: $171,064Liabilities 2016: $357Net Assets 2016: $170,7072016Assets 2017: $107,490Liabilities 2017: $357Net Assets 2017: $107,1332017Assets 2018: $154,894Liabilities 2018: $406Net Assets 2018: $154,4882018Assets 2019: $322,859Liabilities 2019: $399Net Assets 2019: $322,4602019Assets 2020: $272,563Liabilities 2020: $0Net Assets 2020: $272,5632020Assets 2021: $181,811Liabilities 2021: $0Net Assets 2021: $181,8112021Assets 2022: $219,963Liabilities 2022: $0Net Assets 2022: $219,9632022Assets 2023: $107,094Liabilities 2023: $0Net Assets 2023: $107,0942023Assets 2024: $203,348Liabilities 2024: $0Net Assets 2024: $203,3482024

Highlighted filing

2023

Assets$107,094
Liabilities$0
Net Assets$107,094

Operations Trend

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

$800K$600K$400K$200K$0-$200KRevenue 2012: $622,138Expenses 2012: $478,891Net Income 2012: $143,2472012Revenue 2013: $129,273Expenses 2013: $127,310Net Income 2013: $1,9632013Revenue 2014: $425,892Expenses 2014: $546,966Net Income 2014: -$121,0742014Revenue 2015: $281,035Expenses 2015: $214,421Net Income 2015: $66,6142015Revenue 2016: $364,831Expenses 2016: $284,874Net Income 2016: $79,9572016Revenue 2017: $129,414Expenses 2017: $81,988Net Income 2017: $47,4262017Revenue 2018: $371,460Expenses 2018: $324,105Net Income 2018: $47,3552018Revenue 2019: $475,326Expenses 2019: $307,354Net Income 2019: $167,9722019Revenue 2020: $42,975Expenses 2020: $92,872Net Income 2020: -$49,8972020Revenue 2021: $10,475Expenses 2021: $101,227Net Income 2021: -$90,7522021Revenue 2022: $189,314Expenses 2022: $151,162Net Income 2022: $38,1522022Revenue 2023: $127,906Expenses 2023: $240,775Net Income 2023: -$112,8692023Revenue 2024: $354,538Expenses 2024: $258,284Net Income 2024: $96,2542024

Highlighted filing

2023

Revenue$127,906
Expenses$240,775
Net Income-$112,869
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 11, 2024
Return Version
2023v5.1
Gross Receipts
$312,208
Mission and Program Overview

Mission

The foundation is to be administered primarily for the benefit of the ben hogan foundation & the gladney center for adoption (each being a texas non-profit corporation exempt from tax under section 501(c)(3)), or to another entity providing charitable support to ill or disadvantaged children and their families.

To generate funds and raise public awareness for other community based organizations by presenting golf tournaments and events of the highest order with the ultimate goal of improving the lives of children.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$219,963$107,094▼ $112,869
Total Assets$219,963$107,094▼ $112,869
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$219,963$107,094▼ $112,869
Total Net Assets Fund Balance$219,963$107,094▼ $112,869
Total Liabilities and Net Assets / Fund Balance$219,963$107,094▼ $112,869
Compensation and Service Providers

Employees

NameTitleBaseTotal
Phillip B EwertExecutive Director$67,650$67,650

Board Members and Trustees

NameTitle
Chuck SchererDirector
Kori GreenDirector
Mark MelsonDirector
Pat GreenDirector
Tom KellyDirector
Tommy IsbellDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$210,396
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$-82,490
All Other Contributions
$30,958
Change in Net Assets
$-112,869
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$151,000
Salaries, Compensation, and Employee Benefits$72,824
Other Expenses$16,951
Total Fundraising Expense$12,289
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$151,000--$151,000
Current Officers, Directors, Trustees, and Key Employees$47,355$10,147$10,147$67,649
Fees for Services Accounting-$7,475-$7,475
Occupancy$4,139$887$887$5,913
Payroll Taxes$3,623$776$776$5,175
Advertising$1,750$375$375$2,500
Insurance$483$104$104$691
Office Expenses-$372-$372
Total Functional Expenses$208,350$20,136$12,289$240,775
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Ben Hogan FoundationFort Worth, TX501(c)(3)General Support$50,000
Gladney Center for AdoptionFort Worth, TX501(c)(3)General Support$50,000
Community Foundation of West TexasLubbock, TX501(c)(3)General Support$40,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$184,302
Fundraising Gross Income$101,812
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$281,250$101,812$6,954$94,858
Total Events$281,250$101,812$184,301$-82,489
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

Pat and kori green have a family relationship.

Form 990, Part VI, Section B, Line 11B

A copy of form 990 is provided to all members of the governing body for review prior to filing.

Form 990, Part VI, Section B, Line 12C

Directors are required to annually disclose conflicts of interest. This policy is regularly and consistently monitored by the board of directors.

Form 990, Part VI, Section B, Line 15

The organization established an independent group of board members to develop an equitable compensation package for the executive director. This group consults with the organization's legal counsel to complete a "reasonableness test and to understand comparable compensation for other executive directors.

Form 990, Part VI, Section C, Line 19

The organization will make form 990 and governing documents available to the public upon request.

Filing and Contact Details

Filer

Filer Name
The Pat Green Foundation
EIN
46-0820367
Phone
9407816197
Address
1635 ROGERS ROAD, FORT WORTH, TX 76107

Signing Officer

Name
Phillip B Ewert
Title
Executive Director
Phone
9407816197
Signed
2024-10-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Phillip B Ewert
Formed
2012
Legal Domicile
TX
Voting Board Members
7
Independent Board Members
6
Employees
1
Volunteers
2

Preparer

Firm
Whitley Penn Llp
Address
640 TAYLOR STREET SUITE 2200, FT WORTH, TX 76102
Preparer
Emily Landry
Phone
8172599100
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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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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0BEN HOGAN FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1GLADNEY CENTER FOR ADOPTION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2COMMUNITY FOUNDATION OF WEST TEXAS
IRS990ScheduleI/RecipientTable/RecipientEIN0205347821
IRS990ScheduleI/RecipientTable/RecipientEIN1750917409
IRS990ScheduleI/RecipientTable/RecipientEIN2751709180
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO BOX 121518
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt16300 JOHN RYAN DR
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt26102 82ND STREET SUITE 8B
IRS990ScheduleI/RecipientTable/USAddress/CityNm0FORT WORTH
IRS990ScheduleI/RecipientTable/USAddress/CityNm1FORT WORTH
IRS990ScheduleI/RecipientTable/USAddress/CityNm2LUBBOCK
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0TX
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1TX
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2TX
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd076121
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd176132
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd279424
IRS990ScheduleI/Total501c3OrgCnt03
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PAT AND KORI GREEN HAVE A FAMILY RELATIONSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF FORM 990 IS PROVIDED TO ALL MEMBERS OF THE GOVERNING BODY FOR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DIRECTORS ARE REQUIRED TO ANNUALLY DISCLOSE CONFLICTS OF INTEREST. THIS POLICY IS REGULARLY AND CONSISTENTLY MONITORED BY THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION ESTABLISHED AN INDEPENDENT GROUP OF BOARD MEMBERS TO DEVELOP AN EQUITABLE COMPENSATION PACKAGE FOR THE EXECUTIVE DIRECTOR. THIS GROUP CONSULTS WITH THE ORGANIZATION'S LEGAL COUNSEL TO COMPLETE A "REASONABLENESS TEST AND TO UNDERSTAND COMPARABLE COMPENSATION FOR OTHER EXECUTIVE DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION WILL MAKE FORM 990 AND GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0219963
IRS990/TotalAssetsEOYAmt0107094
IRS990/TotalAssetsGrp/BOYAmt0219963
IRS990/TotalAssetsGrp/EOYAmt0107094
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0210396
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt012289
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt020136
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0208350
IRS990/TotalFunctionalExpensesGrp/TotalAmt0240775
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0219963
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0107094
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0208350
IRS990/TotalReportableCompFromOrgAmt067650
IRS990/TotalRevenueGrp/ExclusionAmt0-82490
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0127906
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt02
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0219963
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0107094
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01635 ROGERS ROAD
IRS990/USAddress/CityNm0FORT WORTH
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd076107
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0WWW.THEPATGREENFOUNDATION.COM
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PHILLIP B EWERT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09407816197
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE PAT GREEN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PATG
ReturnHeader/Filer/EIN0460820367
ReturnHeader/Filer/PhoneNum09407816197
ReturnHeader/Filer/USAddress/AddressLine1Txt01635 ROGERS ROAD
ReturnHeader/Filer/USAddress/CityNm0FORT WORTH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd076107
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0752393478
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WHITLEY PENN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0640 TAYLOR STREET SUITE 2200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FT WORTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd076102
ReturnHeader/PreparerPersonGrp/PhoneNum08172599100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EMILY LANDRY
ReturnHeader/ReturnTs02024-10-15T09:49:19-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.03$0.00$2.03$3.55$2.58$0.96
2023Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$1.28$2.41$1.13
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.20$0.00$2.20$1.89$1.51$0.38
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.82$0.00$1.82$0.10$1.01$0.91
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.73$0.00$2.73$0.43$0.93$0.50
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.23$0.00$3.22$4.75$3.07$1.68
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.55$0.00$1.54$3.71$3.24$0.47
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.07$0.00$1.07$1.29$0.82$0.47
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.71$0.00$1.71$3.65$2.85$0.80
2015Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$2.81$2.14$0.67
2014Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.24$4.26$5.47$1.21
2013Summary only. Only limited summary data is available for this year.$1.45$0.00$1.45$1.29$1.27$0.02
2012Summary only. Only limited summary data is available for this year.$1.43$0.00$1.43$6.22$4.79$1.43