Civic Intelligence

Pattern Makers Health Fund

990EZ • Fiscal year 2020 • EIN 52-1359274

May 01, 2019 to Apr 30, 2020 • Filed on Jul 24, 2020

Organization ProfileN/A
P O Box 793East Moline, IL 61244

(309) 755-4981

Siviq Scores

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

Liabilities / Assets

71st percentile

0.01x

Higher debt load relative to assets than 71% of similar nonprofits.

2020 filings • 501(c)9 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

70th percentile

0.01x

Higher debt load relative to revenue than 70% of similar nonprofits.

2020 filings • 501(c)9 • <$500k nonprofits • Source year 2020

Net Margin

38th percentile

-5.7%

Higher net margin than 38% of similar nonprofits.

2020 filings • 501(c)9 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)9 • <$500k nonprofits • Source year 2020

Asset Growth

34th percentile

-9.8%

Faster asset growth than 34% of similar nonprofits.

2020 filings • 501(c)9 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

82nd percentile

12%

Faster revenue growth than 82% of similar nonprofits.

2020 filings • 501(c)9 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets71st percentile

Assets

Down

$60,234

Down $6,518 (-9.8%) from 2019

Net Assets

Down

$59,534

Down $6,518 (-9.9%) from 2019

Liabilities

Flat

$700

Flat from 2019

Revenue And Expenses
Liabilities / Revenue70th percentileNet Margin38th percentile

Revenue

Up

$114,964

Up $11,917 (+12%) from 2019

Expenses

Up

$121,482

Up $8,734 (+7.7%) from 2019

Net Income

Up

-$6,518

Up $3,183 (+33%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

$100K$50K$0Assets 2010: $63,282Liabilities 2010: $10,764Net Assets 2010: $52,5182010Assets 2011: $52,701Liabilities 2011: $707Net Assets 2011: $51,9942011Assets 2012: $45,308Liabilities 2012: $708Net Assets 2012: $44,6002012Assets 2013: $46,898Liabilities 2013: $707Net Assets 2013: $46,1912013Assets 2014: $63,274Liabilities 2014: $707Net Assets 2014: $62,5672014Assets 2015: $85,698Liabilities 2015: $707Net Assets 2015: $84,9912015Assets 2016: $97,115Liabilities 2016: $707Net Assets 2016: $96,4082016Assets 2017: $93,408Liabilities 2017: $700Net Assets 2017: $92,7082017Assets 2018: $76,453Liabilities 2018: $700Net Assets 2018: $75,7532018Assets 2019: $66,752Liabilities 2019: $700Net Assets 2019: $66,0522019Assets 2020: $60,234Liabilities 2020: $700Net Assets 2020: $59,5342020Assets 2021: $29,490Liabilities 2021: $700Net Assets 2021: $28,7902021

Highlighted filing

2020

Assets$60,234
Liabilities$700
Net Assets$59,534
Open 2020 Filing

Operations Trend

Revenue Growth82nd percentile

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

$150K$100K$50K$0-$50KRevenue 2010: $85,783Expenses 2010: $123,830Net Income 2010: -$38,0472010Revenue 2011: $109,093Expenses 2011: $109,617Net Income 2011: -$5242011Revenue 2012: $105,383Expenses 2012: $112,777Net Income 2012: -$7,3942012Revenue 2013: $117,157Expenses 2013: $115,566Net Income 2013: $1,5912013Revenue 2014: $122,932Expenses 2014: $106,556Net Income 2014: $16,3762014Revenue 2015: $117,834Expenses 2015: $95,410Net Income 2015: $22,4242015Revenue 2016: $93,162Expenses 2016: $81,745Net Income 2016: $11,4172016Revenue 2017: $80,536Expenses 2017: $84,236Net Income 2017: -$3,7002017Revenue 2018: $85,768Expenses 2018: $102,723Net Income 2018: -$16,9552018Revenue 2019: $103,047Expenses 2019: $112,748Net Income 2019: -$9,7012019Revenue 2020: $114,964Expenses 2020: $121,482Net Income 2020: -$6,5182020Revenue 2021: $35,193Expenses 2021: $65,937Net Income 2021: -$30,7442021

Highlighted filing

2020

Revenue$114,964
Expenses$121,482
Net Income-$6,518
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2019 to Apr 30, 2020
Signed
Jul 24, 2020
Return Version
2019v5.1
Gross Receipts
$114,964
Mission and Program Overview

Mission

SEE STATEMENT BELOW

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION PROVIDED FOR THE PAYMENT OF LIFE AND HEALTH INSURANCE PREMIUMS FOR THE ASSOCIATION MEMBERS, RETIREES AND SURVIVING SPOUSES.--
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVE LAFRANZTrustee-$0--
ORIN ROCKHOLDTrustee-$0--
JOHN KNAACKTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Pattern Makers Health Fund
EIN
52-1359274
Address
P O BOX 793, EAST MOLINE, IL 61244

Signing Officer

Name
Orin Rockhold
Title
Trustee
Phone
3097554981
Signed
2020-07-24
Discuss with paid preparer
No

Preparer

Firm
Charlies Tax Service LLC
Address
18702 105th Street West, Reynolds, IL 61279
Preparer
Keith R Wilson CPA
Phone
3093728868
Supplemental Narrative

Additional Explanations

General explanation attachment

“The organization provided for the payment of life and health insurance premiums for the association members, retirees and surviving spouses.”

Description of other expenses Part I line 16

“Description amountadminstrative fees 4,000accounting 130attorney fees 500supplies 10”

Description of other assets Part II line 24

“Category beginning of year end of yearcontributions receivable 19,016 19,015”

Description of total liabilities Part II line 26

“Category beginning of year end of yearestimated future benefits 700 700”

Raw XML Appendix114 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BenefitsPaidToOrForMembersAmt0116842
IRS990EZ/BooksInCareOfDetail/PersonNm0ORIN ROCKHOLD
IRS990EZ/BooksInCareOfDetail/PhoneNum03097554981
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0P O BOX 793
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0EAST MOLINE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd061244
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt047736
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt041219
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-6518
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt066752
IRS990EZ/Form990TotalAssetsGrp/EOYAmt060234
IRS990EZ/GrossReceiptsAmt0114964
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt076
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0114888
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt066052
IRS990EZ/NetAssetsOrFundBalancesEOYAmt059534
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt066052
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt059534
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DAVE LAFRANZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ORIN ROCKHOLD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOHN KNAACK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt019016
IRS990EZ/OtherAssetsTotalDetail/EOYAmt019015
IRS990EZ/OtherExpensesTotalAmt04640
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SEE STATEMENT BELOW
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION PROVIDED FOR THE PAYMENT OF LIFE AND HEALTH INSURANCE PREMIUMS FOR THE ASSOCIATION MEMBERS, RETIREES AND SURVIVING SPOUSES.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0700
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0700
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0121482
IRS990EZ/TotalRevenueAmt0114964
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION PROVIDED FOR THE PAYMENT OF LIFE AND HEALTH INSURANCE PREMIUMS FOR THE ASSOCIATION MEMBERS, RETIREES AND SURVIVING SPOUSES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTADMINSTRATIVE FEES 4,000ACCOUNTING 130ATTORNEY FEES 500SUPPLIES 10
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CATEGORY BEGINNING OF YEAR END OF YEARCONTRIBUTIONS RECEIVABLE 19,016 19,015
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CATEGORY BEGINNING OF YEAR END OF YEARESTIMATED FUTURE BENEFITS 700 700
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0General explanation attachment
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other assets Part II line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Description of total liabilities Part II line 26
ReturnHeader/BuildTS02020-09-22 18:59:49Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0ORIN ROCKHOLD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03097554981
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PATTERN MAKERS HEALTH FUND
ReturnHeader/Filer/BusinessNameControlTxt0PATT
ReturnHeader/Filer/EIN0521359274
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 793
ReturnHeader/Filer/USAddress/CityNm0EAST MOLINE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd061244
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId05D3DB53624C21302EC2E5D592702288D14B6E3E4
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId05D3DB53624C21302EC2E5D592702288D14B6E3E4
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId01529292020225cxhny1h
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-08-12
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.206.62.45
ReturnHeader/FilingSecurityInformation/IPDt02020-08-12
ReturnHeader/FilingSecurityInformation/IPTm010:15:11
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0472652616
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Charlies Tax Service LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt018702 105th Street West
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Reynolds
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd061279
ReturnHeader/PreparerPersonGrp/PhoneNum03093728868
ReturnHeader/PreparerPersonGrp/PreparationDt02020-08-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Keith R Wilson CPA
ReturnHeader/ReturnTs02020-08-12T10:08:20-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-05-01
ReturnHeader/TaxPeriodEndDt02020-04-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$60,234
Liabilities
$700
Net assets
$59,534
Revenue
$114,964
Expenses
$121,482
Net income
-$6,518
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$0.29$0.01$0.29$0.35$0.66$0.31
2020Detailed filing. Detailed filing data is available for this year.$0.60$0.01$0.60$1.15$1.21$0.07
2019Detailed filing. Detailed filing data is available for this year.$0.67$0.01$0.66$1.03$1.13$0.10
2018Detailed filing. Detailed filing data is available for this year.$0.76$0.01$0.76$0.86$1.03$0.17
2017Detailed filing. Detailed filing data is available for this year.$0.93$0.01$0.93$0.81$0.84$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.97$0.01$0.96$0.93$0.82$0.11
2015Detailed filing. Detailed filing data is available for this year.$0.86$0.01$0.85$1.18$0.95$0.22
2014Detailed filing. Detailed filing data is available for this year.$0.63$0.01$0.63$1.23$1.07$0.16
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.47$0.01$0.46$1.17$1.16$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.45$0.01$0.45$1.05$1.13$0.07
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.53$0.01$0.52$1.09$1.10$0.01
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.63$0.11$0.53$0.86$1.24$0.38