Civic Intelligence

Pate Foundation Inc.

990PF • Fiscal year 2021 • EIN 47-4038813

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 12, 2021

Organization Profile
1417 Alexander LaneTrent Woods, NC 28562

(252) 361-1390

Siviq Scores

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

Liabilities / Assets

86th percentile

0.00x

Higher debt load relative to assets than 86% of similar nonprofits.

2021 filings • NTEE T22 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

93rd percentile

0.81x

Higher debt load relative to revenue than 93% of similar nonprofits.

2021 filings • NTEE T22 • <$500k nonprofits • Source year 2021

Net Margin

5th percentile

-59711%

Higher net margin than 5% of similar nonprofits.

2021 filings • NTEE T22 • <$500k nonprofits • Source year 2021

Top Officer Pay

93rd percentile

$0

Higher top officer pay than 93% of similar nonprofits.

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

2021 filings • NTEE T22 • <$500k nonprofits • Source year 2021

Asset Growth

21st percentile

-19%

Faster asset growth than 21% of similar nonprofits.

2021 filings • NTEE T22 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

11th percentile

-98%

Faster revenue growth than 11% of similar nonprofits.

2021 filings • NTEE T22 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets86th percentile

Assets

Down

$309,847

Down $73,942 (-19%) from 2020

Net Assets

$309,747

No earlier filing loaded for comparison.

Liabilities

Up

$100

Up $100 from 2020

Revenue And Expenses
Liabilities / Revenue93rd percentileNet Margin5th percentile

Revenue

Down

$124

Down $7,021 (-98%) from 2020

Expenses

Down

$74,166

Down $59,245 (-44%) from 2020

Net Income

Up

-$74,042

Up $52,224 (+41%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

$600K$400K$200K$0Assets 2015: $1Liabilities 2015: $02015Assets 2016: $533,409Liabilities 2016: $02016Assets 2019: $510,055Liabilities 2019: $0Net Assets 2019: $510,0552019Assets 2020: $383,789Liabilities 2020: $02020Assets 2021: $309,847Liabilities 2021: $100Net Assets 2021: $309,7472021Assets 2022: $225,233Liabilities 2022: $1Net Assets 2022: $225,2332022Assets 2023: $182,541Liabilities 2023: $1Net Assets 2023: $182,5412023Assets 2024: $17,949Liabilities 2024: $1Net Assets 2024: $17,9492024Assets 2025: $18,789Liabilities 2025: $0Net Assets 2025: $18,7892025

Highlighted filing

2021

Assets$309,847
Liabilities$100
Net Assets$309,747
Open 2021 Filing

Operations Trend

Revenue Growth11th percentile

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

$600K$400K$200K$0-$200KRevenue 2015: $1Expenses 2015: $0Net Income 2015: $12015Revenue 2016: $568,197Expenses 2016: $34,788Net Income 2016: $533,4092016Revenue 2019: $11,815Expenses 2019: $64,441Net Income 2019: -$52,6262019Revenue 2020: $7,145Expenses 2020: $133,411Net Income 2020: -$126,2662020Revenue 2021: $124Expenses 2021: $74,166Net Income 2021: -$74,0422021Revenue 2022: $886Expenses 2022: $85,400Net Income 2022: -$84,5142022Revenue 2023: $7,308Expenses 2023: $50,000Net Income 2023: -$42,6922023Revenue 2024: $5,511Expenses 2024: $170,103Net Income 2024: -$164,5922024Revenue 2025: $914Expenses 2025: $74Net Income 2025: $8402025

Highlighted filing

2021

Revenue$124
Expenses$74,166
Net Income-$74,042
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 12, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
G TIMOTHY PATEPresident-$0--
PHYLLIS W PATEVice President-$0--
J MIKE PATESecretary Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
Pate Foundation Inc
EIN
47-4038813
Phone
2523611390
Address
1417 ALEXANDER LANE, TRENT WOODS, NC 28562

Signing Officer

Name
J M Pate
Title
Treasurer
Phone
9198369200
Signed
2021-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Mpcompany Llp
Address
4600 MARRIOTT DRIVE SUITE 300, RALEIGH, NC 27612
Preparer
J Micah Pate
Phone
9198369200
Raw XML Appendix284 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/PersonNm0G TIMOTHY PATE
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt013250
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0177830
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt056369
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0108211
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt013250
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt074050
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt056369
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0177830
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0121461
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
TaxesSchedule/TaxesDetail/Amt066
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt066
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0J M PATE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09198369200
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PATE FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0PATE
ReturnHeader/Filer/EIN0474038813
ReturnHeader/Filer/PhoneNum02523611390
ReturnHeader/Filer/USAddress/AddressLine1Txt01417 ALEXANDER LANE
ReturnHeader/Filer/USAddress/CityNm0TRENT WOODS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028562
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561945391
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MPCOMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04600 MARRIOTT DRIVE SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RALEIGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027612
ReturnHeader/PreparerPersonGrp/PhoneNum09198369200
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0J MICAH PATE
ReturnHeader/ReturnTs02021-11-12T14:44:30-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0J
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PATE
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$309,847
Liabilities
$100
Net assets
$309,747
Revenue
$124
Expenses
$74,166
Net income
-$74,042
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.19$0.01$0.00$0.01
2024Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$0.06$1.70$1.65
2023Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.07$0.50$0.43
2022Detailed filing. Detailed filing data is available for this year.$2.25$0.00$2.25$0.01$0.85$0.85
2021Detailed filing. Detailed filing data is available for this year.$3.10$0.00$3.10$0.00$0.74$0.74
2020Summary only. Only limited summary data is available for this year.$3.84$0.00$0.07$1.33$1.26
2019Detailed filing. Detailed filing data is available for this year.$5.10$0.00$5.10$0.12$0.64$0.53
2016Summary only. Only limited summary data is available for this year.$5.33$0.00$5.68$0.35$5.33
2015Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00